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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ellis? Claim Your ProfileEllis Rainsberger is an investment advisor representative with Waverly Advisors, LLC, based in Birmingham, Alabama. Ellis has been in the financial industry since 1982 and holds both Series 63 and Series 7 licenses. Ellis also owns and operates RFS Lease Management. Ellis has experience working with various client types, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Waverly Advisors provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles. Ellis is dedicated to providing personalized investment advice and guidance to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CO
11/17/2023 - Present
Waverly Advisors, LLC (COLORADO SPRINGS CO)
IA
10/10/1990 - 09/10/1997
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
NY
03/23/1990 - 11/05/1990
FAHNESTOCK & CO., INC. (NEW YORK NY)
MO
11/26/1985 - 03/23/1990
B.C. CHRISTOPHER SECURITIES CO. (KANSAS CITY MO)
NA
03/06/1984 - 11/27/1985
A. G. EDWARDS & SONS, INC.
NA
11/24/1982 - 02/24/1984
BOETTCHER & COMPANY, INC.
BC
Issued 11/23/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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